Account Type***** ***Account Owner*** ****Account Opps/Deals***** *******Closed Won • Jan 25****K $Closed
***** ****Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Creative Planning Business ServicesPartner | Business ManagerJun 14 - PresentPayroll Control SystemsEmerging Market ConsultantNov 11- May 14CeridianSales ConsultantFeb 07- Dec 12
Ron DreyerBusiness Development ManagerView Profile, Ron DreyerTessa MorganBusiness Development SpecialistView Profile, Tessa MorganJessica FullerFacilitatorView Profile, Jessica Fuller